David Katz

David Katz is the president and chief investment officer of Matrix Asset Advisors, which he co-founded in 1986. Prior to co-founding Matrix, he worked at Management Asset Corp. in the research and portfolio management areas. At Matrix, Katz chairs the Investment Policy Committee. Katz is a CFA charterholder who appears frequently as a guest on CNBC, Bloomberg Television and Radio and WCBS-AM in New York. He graduated summa cum laude from Union College with a Bachelor of Arts degree in economics. He received a Master of Business Administration degree, with a concentration in finance, from New York University Graduate School of Business in 1987, graduating with distinction. His numerous works on value investing earned him various awards and distinctions at the undergraduate and graduate levels.

Recent Articles By The Author

Time to Snack on McDonald's Again

Time to Snack on McDonald's Again

Use the recent weakness in MCD as an opportunity to buy this top-quality dividend stock.

Cisco on Right Route to Enhancing Value

Cisco on Right Route to Enhancing Value

New leadership should help accelerate the company's progress and expansion of its multiple.

Coca-Cola May Pop as Consumer Staples Play

Coca-Cola May Pop as Consumer Staples Play

It offers investors a great brand, strong income and reasonable price appreciation potential ahead.

Comparing Amazon Then to Tesla Now

Comparing Amazon Then to Tesla Now

'Amazon.bomb' of 1999 was defused; can Tesla progress in the same way?

With Dividend Portfolios, Beware of Valuation

With Dividend Portfolios, Beware of Valuation

Many areas of the dividend trade have become very crowded, and certain sectors have become very overpriced.